Top Financial Services Firms
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed50 - 249Mumbai, India
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PropertyCloud Realty Specifier pvt ltd is a Commercial Brokerage Services and Insurance Services & Brokers company. Their team offers Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Livingston, NJ
Services provided
Monaco CPA is an Accounting company. They focus on Accounting and Digital Asset Management and were founded in 2025.
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$1,000+< $25 / hr10 - 49Pasig, Philippines
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Out Force is an Accounting company. Launched in 2019, the team offers Accounting and Architectural Design. The firm is in Pasig, Philippines.
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$1,000+$25 - $49 / hr2 - 9Miramar, FL
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Back Office Accounting Specialists INC is a small Finance & Accounting Outsourcing (FAO) company. Established in 2014, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Accounting company City Group Accountants is headquartered in Sydney, Australia and Wollongong, Australia. Launched in 2017, the team provides Accounting and Business Consulting.
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$1,000+< $25 / hr2 - 9Ghaziabad, India
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ECloudacc Support Services, an Accounting company, is based in Ghaziabad, India. They focus on Accounting and Business Consulting and were founded in 2020.
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$1,000+$300+ / hr2 - 9Sydney, Australia
Services provided
Located in Sydney, Australia, Prism Accounting is a small Accounting company. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Mumbai, India
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Adeptally is an Accounting company. The firm is located in Mumbai, India. Their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$10,000+$100 - $149 / hr2 - 9Dubai, United Arab Emirates
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Tanmu Project Management Services, a small Business Consulting company, is based in Dubai, United Arab Emirates. The team provides Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Orlando, FL
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Paynuity is a Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning company. Their team offers Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hr10 - 49Mountain View, CA
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Bitcounts Inc., an Accounting company, is based in Mountain View, California and Mountain View, California. Launched in 2021, the team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr50 - 249
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See all 1 projectsLincoln Business Consultant offers comprehensive business consulting services, including marketing strategy, business intelligence, data management, and consumer engagement. Reviews highlight their attentiveness, responsiveness, and effectiveness in transforming marketing strategies to be innovative and customer-centric. Overall, clients appreciate the reasonable pricing and timely project delivery, though suggest improvements in team building.
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UndisclosedUndisclosed10 - 49New Delhi, India
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KNAP ADVISORY PRIVATE LIMITED, an Accounting company, was founded in 2022. The agency specializes in Accounting and Business Consulting, and is small.
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$1,000+$25 - $49 / hr2 - 9Ikeja, Nigeria
Services provided
VALUEFORTH CONSULTING is a small Accounting company located in Ikeja, Nigeria. Their services include Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr10 - 49Nairobi, Kenya
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In Nairobi, Kenya, Avertis Solutions Ltd is a branding agency. They focus on Branding and Digital Strategy.
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$1,000+$150 - $199 / hr2 - 9Calgary, Canada
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SUMMIT72 is a Business Consulting company in Calgary, Canada. They provide Business Consulting and Commercial Financing.
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Undisclosed$100 - $149 / hr10 - 49
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Founded in 2021, Simplified Solutions Systems LLC is an Accounting company. Headquartered in Manassas, Virginia, the team focuses on Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr2 - 9
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Established in 2022, ScaleX CPA is a small Accounting company. Their team specializes in Accounting and Tax Law.
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Undisclosed< $25 / hr2 - 9Prosper, TX
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Eminent Business Advisors LLC is an Accounting company established in 2024. Based in Prosper, Texas, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49İstanbul, Türkiye
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HS Attorney Partnership, a small Financial Advising & Planning company, is in İstanbul, Türkiye and Ankara, Türkiye. The team offers Financial Advising & Planning and Corporate Law.
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UndisclosedUndisclosed10 - 49New Delhi, India
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Http://www.savengrow.com/ is a small New Delhi, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning.
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$1,000+Undisclosed10 - 49
Services provided
See all 3 projectsNational Consumer Financial specializes in payment processing and POS systems, offering flexible pricing that reduces transaction fees. Reviewers consistently praise their excellent customer service, responsiveness, and transparency. Clients highlight the company's dedication to understanding their needs, particularly for smaller merchants, and commend the knowledgeable support staff.
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$1,000+< $25 / hr10 - 49Perth, Australia
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Founded in 2015, DPS Accounting is an Accounting company. In Perth, Australia, the team offers Accounting.
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$1,000+< $25 / hr2 - 9Delhi, India
Services provided
Legal Salaah is an Accounting company. They are in Delhi, India and have small team. They focus on Accounting and Business Consulting.
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$5,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Xact Auditing, an Accounting company, was established in 2020. The agency offers Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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$1,000+< $25 / hr50 - 249Mumbai, India
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YourDailyTask is a Back Office Outsourcing company in Mumbai, India. Their services include Back Office Outsourcing and Accounting.
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$1,000+$100 - $149 / hr10 - 49Southport, Australia
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Small Accounting company Taylorhay Forensic Accountants, is headquartered in Southport, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9White Plains, NY
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Get Help Tax and Bookkeeping is an Accounting company. They offer Accounting and were established in 2017.
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$1,000+< $25 / hr10 - 49Ahmedabad, India
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USTAXFILING One Stop Solution, an Accounting company, is headquartered in Ahmedabad, India. They provide Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr2 - 9Beograd, Serbia
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Knjigovodstvena agencija Best Economy is a Beograd, Serbia-based Accounting company. The team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49Miami, FL
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Accounting company Greenlight Financial is headquartered in Miami, Florida. Founded in 2007, the team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr250 - 999Pasig, Philippines
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Staff Domain Inc. Is a Back Office Outsourcing company. They offer Back Office Outsourcing and Accounting and were established in 2017.
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UndisclosedUndisclosed10 - 49Collingwood, Australia
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Cloud8 - Accounting and Taxation, an Accounting company, is headquartered in Collingwood, Australia. They focus on Accounting and Finance & Accounting Outsourcing (FAO) and were founded in 2010.
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$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
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Small Accounting company Outsourced Payroll Solutions, is headquartered in Dubai, United Arab Emirates. The team specializes in Accounting and HR Outsourcing.
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$1,000+$25 - $49 / hr10 - 49Sugar Land, TX
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CKO CPAs & Advisors, a small Accounting and Financial Advising & Planning company, is in Sugar Land, Texas. Their services include Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr50 - 249Singapore
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Assurance Partners LLP, an Accounting company, was founded in 2013. Located in Singapore and Singapore, the team offers Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49Ilford, England
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Dixi Xperts is a social media marketing agency. They are based in Ilford, England, and their services include Social Media Marketing and Web Design.
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$10,000+$50 - $99 / hr10 - 49
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Transcounts, an Accounting company, is based in Burnaby, Canada. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed< $25 / hr10 - 49
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Hayes Accountants London is an Accounting company. They provide Accounting and Commercial Financing and were founded in 2019.
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UndisclosedUndisclosed10 - 49London, England
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See all 1 projectsClear House Accountants offers a range of services including bookkeeping, financial reporting, tax preparation, and audit services. The reviews highlight their expertise in optimizing financial management systems and enhancing internal controls, with clients praising their efficient project execution and effective communication. Clear House Accountants is commended for their tailored financial advisory support and commitment to improving clients' financial health and compliance.
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$1,000+$25 - $49 / hr10 - 49
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See all 1 projectsWorkerMan provides outsourcing and staffing services, notably assisting with the development of audiobooks using text-to-speech AI technology. Feedback highlights their efficient and effective onboarding process, adaptability, and responsiveness to client needs. Clients appreciate their value for cost and commitment to continuous improvement, although some noted challenges with understanding candidate backgrounds.
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$1,000+$100 - $149 / hr50 - 249Boston, MA
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Accounting company AAFCPAs was launched in 1973. The team specializes in Accounting and is headquartered in Boston, Massachusetts and Wellesley, Massachusetts.
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$1,000+$100 - $149 / hr50 - 249Canton, MA
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Gray, Gray & Gray is an Accounting company. Launched in 1945, the team provides Accounting. The firm is based in Canton, Massachusetts and Boston, Massachusetts.
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$1,000+$100 - $149 / hr50 - 249Tewksbury, MA
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Founded in 1981, Moody, Famiglietti & Andronico is a midsize Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
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Founded in 1981, Nigro Karlin Segal Feldstein & Bolno, a midsize Accounting company, is headquartered in Los Angeles, California and San Francisco, California. Their team specializes in Accounting.
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$1,000+$100 - $149 / hr250 - 999San Francisco, CA
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BPM LLP, an Accounting company, provide Accounting. They were launched in 1986.
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$1,000+$25 - $49 / hr250 - 999Bratislava, Slovakia
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Accace Global, a Finance & Accounting Outsourcing (FAO) company, was established in 2006. The midsize team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed250 - 999Portland, ME
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Midsize Accounting company Baker Newman Noyes, is based in Portland, Maine and Boston, Massachusetts. Their services include Accounting and Business Consulting.
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$10,000+$25 - $49 / hr50 - 249Wrocław, Poland
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Established in 2000, Sente is a midsize Wrocław, Poland-based Enterprise App Modernization company. Their services include Enterprise App Modernization and Accounting.
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$1,000+$25 - $49 / hr250 - 999Louisville, KY
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Dean Dorton is a Louisville, Kentucky-based Accounting company. Launched in 1921, the team focuses on Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999Pasig, Philippines
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.